Fiachra Planning Email
Associate Director, Retirement and Pension Planning @ Evelyn Partners Ireland
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Fiachra Planning Location
- Unknown
Fiachra Planning Work
- Associate Director, Retirement and Pension Planning @ (December 2025 - Present)
- Marsh Channel Leader for Mercer Private Wealth @ (September 2023 - December 2025)
- Personal Financial Advice, Corporate Financial Advice, Executive Financial Planning @ (August 2017 - October 2024)
- Go to Market Solution Specialist, Marsh and McLennan Companies Indonesia @ (September 2019 - December 2019)
- Director Financial Planning and Operations @ (August 2006 - July 2017)
Fiachra Planning Education
- The Institute of Banking
Professional Diploma in Retirement Planning Advice (Financial Planning and Services)
2018-2018 - National College of Ireland
Qualified Pension Trustee - QPT (Pension Trusteeship - Law and Governance)
2017-2017 - University College Dublin
Master of Science (MSc) (Financial Services)
2011-2013 - National College of Ireland
Associate (Pensions Management, Pension Scheme Law and Goverance, Investments, Retirement Funding & Benefits)
2009-2011 - University College Dublin
Graduate Diploma (Financial Planning)
2009-2011 - South East Technological University
BBS (Economics & Finance)
1999-2002
Fiachra Planning Skills
- Pensions
- Investment Advisory
- Strategy
- SaaS
- Business Development
- Pre-sales
- Solution Selling
- Business Intelligence
- CRM
- Customer Relationship Management (CRM)
- Pension Funds
- Risk Management
- Wealth Management
- Investments
- Financial Services
- Retirement Planning
- Financial Advisory
- Pre Sales
- Customer Relationship Management
- Financial Planning
- Independent Financial Advice
- Portfolio Management
Fiachra Planning Summary
- Fiachra Planning, based in Unknown, is currently a Associate Director, Retirement and Pension Planning at Evelyn Partners Ireland. Fiachra Planning brings experience from previous roles at Marsh McLennan, Mercer Ireland, Marsh & McLennan Companies and Bluechip Financial Consultants Ltd. Fiachra Planning holds a 2018 - 2018 Professional Diploma in Retirement Planning Advice in Financial Planning and Services @ The Institute of Banking. With a robust skill set that includes Pensions, Investment Advisory, Strategy, SaaS, Business Development and more. Fiachra Planning has 1 emails on RocketReach.
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